Investment Operations Analyst - Edinburgh, United Kingdom - Meraki Talent Limited
Description
Investment Operations Analyst (Investment Management)
Permanent
Edinburgh
Meraki Talent's Investment Management client are shortlisting for a Market Access Analyst to join their growing team in Edinburgh on a permanent basis.
The team have responsibility for the completion and co-ordination of withholding tax documentation forfunds and communication to internal and external stakeholders on the on-going matrix of activities which underpin securing the most appropriate taxation rates in each market.
Responsibilities of the Market Access Analyst (Investment Management):
- Complete tax documentation market process from initial identification request through to confirmation that beneficial rate has been applied
- Diarise and facilitate renewal of any tax or market registration when due
- Work with Global Custodians and Legal & Tax teams to identify and engage local tax agents
- Setup and maintain an action log and tracker for all new markets, funds, entities and Custodians.
- Coordination and provision, where applicable, of documentation to satisfy FATCA,CRS & other KYC requirements
Background of theMarket Access Analyst (Investment Management):
- Experience in the Investment Operations sector
- Working knowledge of TPA function, and ideally experience of working within a market facing function or in a business change /trade oversight team.
- Excellent understanding of Global Custodian services
- Strong written communication skills
- Well developed stakeholder management and organisation skills
Ben wants:
Edinburgh, Financial Services, Investment Management,
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